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FISV

Fiserv Inc

1,345 hedge funds and large institutions have $53.7B invested in Fiserv Inc in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 550 increasing their positions, 471 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 92

18% more funds holding in top 10

Funds holding in top 10: 7285 (+13)

17% more repeat investments, than reductions

Existing positions increased: 550 | Existing positions reduced: 471

6% more capital invested

Capital invested by funds: $50.8B → $53.7B (+$2.87B)

1% more funds holding

Funds holding: 1,3281,345 (+17)

0.87% more ownership

Funds ownership: 88.55%89.42% (+0.87%)

6% less call options, than puts

Call options by funds: $402M | Put options by funds: $426M

Holders
1,345
Holders Change
+17
Holders Change %
+1.28%
% of All Funds
23.17%
Holding in Top 10
85
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+18.06%
% of All Funds
1.46%
New
123
Increased
550
Reduced
471
Closed
92
Calls
$402M
Puts
$426M
Net Calls
-$23.8M
Net Calls Change
-$69.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
776
Pflug Koory
Nebraska
$912K +$6.11K +60 +0.6%
FFN
777
Focus Financial Network
Minnesota
$908K
RIA
778
Regal Investment Advisors
Michigan
$903K +$29.9K +293 +3%
RJT
779
Raymond James Trust
Florida
$891K -$77.3K -759 -7%
MPPLM
780
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$891K +$103K +1,014 +12%
CP
781
Cumberland Partners
Ontario, Canada
$889K +$968K +9,500 New
S
782
SimplyRich
California
$884K
BCM
783
Brown Capital Management
Maryland
$879K -$7.95K -78 -0.8%
TMAM
784
Tokio Marine Asset Management
Japan
$878K +$89.5K +878 +10%
BCM
785
Brookstone Capital Management
Illinois
$867K -$109K -1,074 -10%
AIC
786
Aurora Investment Counsel
Georgia
$864K +$74.3K +729 +9%
AA
787
Addison Advisors
Vermont
$862K
IDA
788
Intelligence Driven Advisers
California
$859K -$713 -7 -0.1%
Citadel Advisors
789
Citadel Advisors
Florida
$845K -$19.2M -188,164 -95%
JFGIW
790
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$844K -$162K -1,588 -16%
Koshinski Asset Management
791
Koshinski Asset Management
Illinois
$842K +$24.3K +238 +3%
LC
792
Landaas & Company
Wisconsin
$841K -$1.73K -17 -0.2%
FIA
793
Foundations Investment Advisors
Arizona
$836K -$243K -2,381 -21%
5L
794
55I LLC
Massachusetts
$836K +$911K +8,943 New
KFI
795
Key Financial Inc
Pennsylvania
$833K
OIA
796
OneDigital Investment Advisors
Kansas
$832K +$906K +8,891 New
AIM
797
Achmea Investment Management
Netherlands
$830K
CIA
798
Choate Investment Advisors
Massachusetts
$827K
GRP
799
Global Retirement Partners
California
$827K +$75K +736 +10%
CAAS
800
Capital Asset Advisory Services
Michigan
$819K -$239K -2,350 -21%

FISV Hedge Fund Activity: Q3 2022 in Review

1,345 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2022, worth a combined $53.7B — up 5.7% from $50.8B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new FISV positions and 92 closed out — a net gain of 31 holders — while 550 added to existing stakes and 471 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $245M. The largest seller was Kohlberg Kravis Roberts & Co, cutting an estimated $1.41B.

  • 1,345 institutional investors held Fiserv Inc (FISV) as of Q3 2022, up from 1,328 in Q2 2022.
  • Funds reported $53.7B of Fiserv Inc stock for Q3 2022, up 5.7% quarter-over-quarter.
  • 123 funds opened new Fiserv Inc positions in Q3 2022 and 92 closed out, a net change of +31 holders.
  • The largest Fiserv Inc buyer in Q3 2022 was Arrowstreet Capital, an estimated $245M added.
  • The largest Fiserv Inc seller in Q3 2022 was Kohlberg Kravis Roberts & Co, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2022.